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Assign a screen layout

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

When you configure Retail for point of sale (POS), you can design the screen layouts that your workers use on the registers in your stores. You can define one or more screen layouts for your business. Then, when you configure a POS register, you select the ID of the screen layout that the register uses. You can also assign screen layouts to specific stores or specific workers.

When Microsoft Dynamics AX for Retail POS starts, it determines which screen layout to display. For example, you may assign one screen layout to a specific store, another layout to a specific register, and another layout to a specific worker. The system uses the following order to determine the appropriate layout:

  1. Worker

  2. Register

  3. Store

Assign a screen layout to a store

  1. Click Retail > Common > Retail channels > Retail stores.

  2. On the Retail stores list page, select the store to assign a screen layout to, or click Retail store on the Action Pane to create a new store.

  3. In the Stores form, on the General FastTab, in the Screen layout ID field, select the appropriate screen layout.

Assign a screen layout to a register

  1. Click Retail > Setup > POS > POS registers.

  2. On the POS registers list page, select the terminal to assign a till layout to, or click Terminal on the Action Pane to create a new POS register.

  3. On the Display FastTab, in the Screen layout ID field, select the appropriate till layout.

Assign a screen layout to a worker

  1. Click Retail > Common > Retail channels > Retail stores.

  2. On the Retail stores list page, select the store that includes the staff member to assign a screen layout to.

  3. In the Stores form, on the Action Pane, on the Setup tab, in the Staff group, click Staff.

  4. In the Staff form, select the staff member to modify.

  5. Click the General tab, and then, in the Screen layout ID field, select the appropriate screen layout.

See also

About setting up screen layouts

Set up a screen layout

Design a screen layout